+530.1%
SMTC vs RRX
+228.4%
+301.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.7% | +1.4% | +2.6% |
| 7D | +13.1% | -0.3% | +13.4% | +13.4% |
| 30D | +19.5% | -6.1% | +25.6% | +25.2% |
| 3M | +2.2% | -23.1% | +25.3% | +22.4% |
| 6M | +94.9% | -19.5% | +114.4% | +123.9% |
| YTD | +127.0% | +16.1% | +110.9% | +101.6% |
| 1Y | +174.6% | +12.9% | +161.6% | +146.0% |
| 3Y | +615.9% | +7.9% | +608.0% | +533.2% |
| 5Y | +125.6% | +19.1% | +106.5% | +80.3% |
| All | +530.1% | +228.4% | +301.7% | +156.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RRX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling